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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-1996
- Office Locations
- 9
Office Locations
About DMK Advisor Group, Inc.
DMK Advisor Group, Inc. provides financial planning and ongoing portfolio management for individuals, families, and business owners/entrepreneurs, including retirement planning, tax-aware strategies, charitable/estate planning, and business succession and benefits planning. The firm also advises on insurance needs (life and property & casualty). Investment implementation spans mutual funds and ETFs, with platform support including SEI, and the team is active in community education through free workshops and speaking engagements.
Reported data analysis
What the numbers show
Between December 19, 2025 and June 2, 2026, reported AUM increased 54.8%, from $84.5M to $130.8M.
Across 5 reported observations, AUM increased 111.2% between December 14, 2022 and June 2, 2026, from $61.9M to $130.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 28 advisory representatives and 515 clients, or 18.4 clients per representative. That equates to $254.0K in reported AUM per client.
The profile lists 9 reported office locations and 30 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full DMK Advisor Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JANAK R DESAI
DIRECTOR
- CRD
- #6307455
- Ownership
- 10% but less than 25%
KELVIN RAY DOUGLAS
DIRECTOR, Financial Advisor, Vice President
- CRD
- #4723703
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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RODNEY ARIN BECKER
Senior Vice President
- CRD
- #5199495
MICHAEL JOSEPH BLACKMORE
--
- CRD
- #2879954
Showing 2 of 41 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,803,725 | $167,912 |
| Non-Discretionary | $0 | -- |
| Total | $130,803,725 | $167,912 |
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Separately Managed Accounts
SMA allocation detail is available
DMK Advisor Group, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.